Eisar Lipkovitz (@lipko) header
Eisar Lipkovitz (@lipko) profile picture

Netflix VP, hobbyist stock picker, Past: Rippling CPO, CIO@JPM CIB, EVP @lyft & Googler, I walk a lot. I live to eat, I restrict hours. Dabbling in calisthenics

San Francisco
Joined July 2008
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Eisar Lipkovitz retweeted
A few surprising things I learned from reading about Eiichrio Oda, the creator of One Piece: 1. He slept 3 hours a night for 15 years. 2. He created the most successful manga of all time with more than 600 million copies in circulation. 3. He said he would have missed his parent’s funeral because it conflicted with his work. 4. He is extremely private. He does not allow his face to be photographed and when he appears on video he has a giant fish avatar placed on his head. 5. When he hires a new editor the first thing he says to them is you need to be willing to die for One Piece. 6. His editor said he might someday encounter a writer more talented than Oda but he would never meet anyone who worked harder. 7. He doesn’t want ideas, he wants criticism. 8. He would hand draw entire Disney animated movies to learn how to give his characters emotion. 9. He said he only saw his family once a week because family time was too relaxing. 10. He holds the Guinness World Record for the most copies published for the same comic book series by a single author. 11. He is often described as a maniac due to his unbelievable work ethic and inhuman daily habits. 12. He believes in having the least number of people possible touching the work. 13. He says he gets his best ideas by not sleeping or eating. He says humans can only come up with truly new ideas when they reach their limit. 14. He started working on One Piece when he was 22. He is still working on it at 51. 15. He once spent 12 consecutive hours on the telephone discussing a single story with his editor. 16. He has an extreme tolerance for repetition. 17. Imagination is the organizing force of his entire life. 18. He's a perfectionist who has repeatedly admitted that he cannot make himself work in a more efficient way, even when he desperately wants to. 19. He never finishes before a deadline. He equates using every available minute with giving his maximum effort. 20. He believes it’s impossible to create something great unless you do everything yourself, attend to every detail, and test it exhaustively. 21. He believes the more experience he has the harder it is to create. 22. He was 4 when he decided to be a manga artist. He said he wanted to avoid ever having to get a real job. 23. He creates his work for an audience of exactly one person: himself at 15 years old. 25. He has dedicated his entire adult life to writing a story about freedom and adventure, while accepting an extraordinarily restrictive life in order to create it. 26. To this day he does not feel successful. -- Eiichiro Oda is a relentlessly obsessive creative genius who has devoted nearly every waking hour of his adult life to building one of the most extraordinary fictional universes ever imagined. You don't want to miss this episode:
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Eisar Lipkovitz retweeted
Most people do not realize just how easy the AP exams have gotten. They are not college level. Why/how have they become so easy? What's going on? This might shock you... A brutal new piece in Education Next just dropped, saying the decline in rigor of the AP in the last two decades is, in large part, because the content has been GUTTED. For example: — AP Biology cut 40% of its material — Required lines from the Aeneid in AP Latin halved — Spanish Lit reading list cut from 56 works to 38 Then the questions themselves have become absurdly easier. Readability measures show English passages have fallen multiple grade levels, and some now include footnotes defining basic words... A 2025 AP English prompt included footnote definitions for words like "optimism" and "pessimism." At the same time, scoring was recalibrated so that more students pass: guessing penalties disappeared, rubrics grew more generous, readers were told to give students the benefit of the doubt, etc. — "no one at College Board had any incentive to maintain rigor." College professors are now seeing students arrive with AP credit who lack basic content knowledge and writing ability. The College Board insists the exams have not become easier, but everybody familiar with them knows they've become an absolute joke. Advanced Placement is no longer advanced. This is not college level. It must be replaced.
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Eisar Lipkovitz retweeted
Progressives are running around screaming like they won the election, when in reality they significantly underperformed moderates. This is true of both the Senate and the House. Generally democrats did better the redder the state was in 2024. But progressives did significantly worse than trendline. The election was hardly an endorsement of progressivism and in fact progressives are an even more fractional power due to the large number of seats by which democrats won. Bottomline: we should expect moderates to take control and dominate leading up to 2028. Progressives will be loud but powerless.
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Eisar Lipkovitz retweeted
I’m starting to figure out how America deindustrialized in the first place.
JUST IN: Google to invest $15 billion in Malaysia data centers
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Eisar Lipkovitz retweeted
The idea that the entire AI buildout is going to come to a halt because of the midterms will likely be right up there with the DeepSeek panic in terms of market overreactions.
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Eisar Lipkovitz retweeted
100%, also see Mike Bloomberg. Money (at best) gets you reach. It’s the whole basis of advertising. It cannot make people buy a bad product. If you take out money from politics, you get fame in politics, since they have free reach. Citizens United was correctly decided.
Every time socialists lose an election it's because "billionaires bought it". Meanwhile Elon is out there spending hundreds of millions of dollars and getting zero results. Money doesn't buy elections.
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Eisar Lipkovitz retweeted
Look, sometimes the Nasdaq has to go down 6% so that those of us who are diversified value investors can feel great about being down slightly less that day.
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Eisar Lipkovitz retweeted
It will be amusing when all the new Democratic Congress’ attempts to make America more affordable through cheaper energy, faster permitting, etc. are invariably ruined by the Marin County NIMBY environmental lawyer Congressman Huffman. Truly cannot get out of their own way.
The first chance to show that the days of Trump's "supplicant Senate" are over is Nov. 9th. Dems can demand a hearing and amendments to improve the deeply flawed BAAJA bill before it moves forward. Or, they can cave to Trump and agree to jam through his 400-page MAGA wish list - the most sweeping environmental/energy bill in decades - without a single hearing. If that happens after last night's Blue Tsunami, the word "supplicant" would be far too kind. politico.com/live-updates/20…
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Eisar Lipkovitz retweeted
BREAKING: Leopold getting married again this weekend.
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Eisar Lipkovitz retweeted
I suppose we can't make a clean low in QQQ until Anthropic announces they've postponed their IPO?
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Eisar Lipkovitz retweeted
Ben Thompson (@benthompson) on why we might run out of capital before we run out of demand for compute: "I'm worried about the timing mismatch in terms of the actual return on investment producing enough revenue to fuel investment. We're working our way down the capital curve. We started with free cash flow. The speed with which the tech companies blew through the debt markets is kind of incredible. It took like a year, and now Google's issuing equity. Nvidia's putting together this $500 billion thing to tap into pension funds and insurance floats and things like that. What's after that? Where does the money come after that? Ideally we actually flip back to free cash flow funding this, but if there's a gap there, if we don't get there soon enough, then we could have a big blowup. We don't have enough compute because there was insufficient investment made in 2023 and 2024. So today, when you say there's not enough compute, all the money companies are putting in today doesn't equal compute tomorrow. It all goes into compute in 2029. I believe in AI. I think it's a real thing. I think the economic impact is going to be astronomical. You can believe all that and be worried about, are we going to make the bridge to this actually generating the level of returns necessary to continue to fuel this going forward?"
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Eisar Lipkovitz retweeted
🚨 🚨 🚨 🚨 🚨
Dems won by focusing on affordability. As it happens, the Senate’s first vote when it returns Tuesday will be on a bill to lower energy costs by modernizing the permitting process. It will be first test of whether affordability is a governing priority or just a campaign slogan.
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Eisar Lipkovitz retweeted
Provides some perspective.
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Eisar Lipkovitz retweeted
On a percentage basis, this is the 3rd biggest VIX jump since 1990 Today’s +11.57 points ranks 17th-largest since 1990, close-to-close—not third. The largest was March 16, 2020: +24.86 points. Today ranks third by percentage because it started from a much lower VIX level.
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Eisar Lipkovitz retweeted
Do you remember Q4 2018, anon?
The S&P 500 peaked the Wednesday after the 2018 midterms, ultimately bottoming on Christmas Eve
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Eisar Lipkovitz retweeted
US industrial capacity has been eroding for decades, and with it the fortunes of our middle class and to an extent, our national security. Data center development and our leadership in AI can reverse that trend, finally. Current hysteria to block all projects everywhere is a gift to China.
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Eisar Lipkovitz retweeted
List of Republican College Students needing a personal day or emotional support puppy following the Election results:
The list of the cars burned by Republicans, stores looted by Republicans and streets blocked by Republicans after Tuesday’s midterm election losses.
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Eisar Lipkovitz retweeted
I have covered hedge funds for nearly 16 years, and I can't remember a day like today. Here's what happened in the space of about ten hours:
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Eisar Lipkovitz retweeted
If you want to know what/who the problem is, look no further than put skews.
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Eisar Lipkovitz retweeted
You have to buy then when they hate them if you want to sell em when they love them
Replying to @Chartfest1
Closing on on the old Oct 25'/ Jan 26' double top area around 26,400. Would need a bloody close but I like them if we do
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